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  1. 2 votes

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    DavidGray93 supported this idea  · 
  2. 2 votes

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    DavidGray93 commented  · 

    In response to John and support of this post, our use case would be tagging based on text within certain fields, or checking across all fields in an application. The tags would be associated to target areas such as racial equity, specific areas of mental health, specific target demographics. We could then pull that to get a live report on where our money is going more easily, and importantly do so against our historic data in SmartSimple that was less thorough in tracking data. As our grants are quite open-ended allowing for varying approaches and varying outcomes towards the same goals, the breadth of their impact is difficult to monitor without doing so manually which would struggle to keep up with the new grants. A data lake/RAG would be very helpful in speeding that process up.

    DavidGray93 supported this idea  · 
  3. 1 vote

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    DavidGray93 shared this idea  · 
  4. 17 votes

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    DavidGray93 supported this idea  · 
  5. 4 votes

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    DavidGray93 commented  · 

    This also doesn't really exist in the search criteria - you can manually add the dates in reporting but the option of the "past year" as opposed to tax years feels very odd on a system primarily focused on money.

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  6. 21 votes

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    DavidGray93 supported this idea  · 
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    DavidGray93 commented  · 

    As with Roger, we've been using SS Logic of <!--@sslogic(INSERT 1st VARIABLE)-->CHOSEN TEXT
    <!--@else if(INSERT 2nd VARIABLE)-->CHOSEN TEXT 2
    etc
    <!--@end-->

    Depending on your list view, this can be quite ugly, so we've moved towards using the description field as a means of searching/showing these in list views.

    It would be preferable to have an equivalent of the dynamic display order with a dynamic content - it's just cleaner.